I do Estate Planning and business

planning I get to work with

really good people and focus on helping

them address their problems and concerns

and

planning for them and their family they

come to me with issues that are causing

them

to be worried and we one by one and

solve them make them comfortable so I

feel like I get to make a positive

contribution to their lives and

sometimes as an accountant that you know

it was tax returns and I didn’t get the

same feeling

um and over the years I’ve had clients

come back to me or family members of

older clients and confirm that the work

we did did at different stages in their

life have a very positive impact

well I feel like I had a very

interesting background in undergraduate

I have an accounting degree and I went

to law school because I didn’t think I

wanted to be an accountant I went to law

school

and ended up going into accounting

so when I first got out of law school I

worked with what were back then the big

Aid accounting firms large International

accounting firms

and they had the resources to give me

training that I wouldn’t have gotten

anywhere else not just in tax but in

overall business planning and I did that

for eight years and towards the end of

the eight years The Firm I was with

decided that they wanted

CPAs to get involved in financial

planning so I had the opportunity to get

trained in financial planning got a

chartered Financial Consultant

designation chartered life underwriter

which exposed me to a lot of areas you

wouldn’t otherwise get exposure as a CPA

then I had my own CPA firm for five

years which allowed me to work with

business owners

to form businesses to help them go

through the issues with growing a

business then I decided to get into law

and when I transitioned into law I found

a group national network of estate

planning attorneys which is a national

group of attorneys and Estate Planning

and it gave me practical education you

don’t get through bar groups

and then finally I took advantage of the

board certification program through the

Florida bar got certified as a

specialist in Wills trust in Estates

taught me a lot about Advanced estate

tax planning and I maintained the

certification for 24 years

so it gives me the opportunity to bring

that diverse training and do more

comprehensive planning for my clients